How to Charge Setup Fees on First Recurring Invoice

Overview
Add a one-time setup or onboarding fee that appears only on the first recurring invoice.

Steps

1. In Finance > Invoices > Recurring Invoice, click Edit on your plan.

2. Under line-items, add your setup fee as an item.

3. Set its Quantity to 1 and Unit Price to the fee amount.

4. In Total Count, enter 1 for that line-item if the UI supports per-item cycles; otherwise:

   • Add the setup fee manually on the first generated invoice, then remove it from the template.

5. Save.

Tips

• Label the item “One-time Setup Fee” so clients see it clearly.

• After the first invoice, remove the fee item from the template to avoid recharging.

Troubleshooting / FAQs

• Q: Fee appears on every invoice.

  • A: Remove it from the recurring template after the first run, or set its count to 1 if supported.

• Q: I can’t set per-item cycle counts.

  • A: Our UI currently only supports whole-template cycles; add the fee manually to the first invoice.